How to upload external Certificates to User Profiles

How to upload external Certificates to User Profiles

Roles: Primary Admin, Admin, Learner

Description: In this article, you will learn how to add a certificate from outside Auzmor Learn to a profile, so all of a person's training records are in one place.

Benefits:

  • One place for every certificate: Keep certificates from outside providers next to the ones earned in Auzmor Learn.
  • Complete records: Store the issuing authority, completion date, and expiry date with the file.
  • Admin and learner options: Admins can add records to any profile, and learners can add their own.

For learners

Step by step: add an external certificate to your profile

  1. Click your profile picture in the top-right corner and select My Profile.
  2. Click the Certificates tab, then click External Records.
  3. Click the red + button in the bottom-right corner.
  4. In the Add an external training record window, enter the Issuing Authority, the Training Name, and the Date of Completion. These three fields are required.
  5. If the certificate expires, select an Expiry Date.
  6. Under Upload Certificate, drag and drop your file or click browse.
  7. Add a Score, Time Spent, License Id, or License URL if they apply.
  8. Fill in any other fields marked with an asterisk.
  9. Click Add.

External Records tab of My Profile with two records, an Expired tag, and the add button in the bottom-right corner

Add an external training record form with Issuing Authority, Training Name, Date of Completion, Expiry Date, and Upload Certificate

Lower part of the record form with Score, Time Spent, License Id, License URL, and required custom fields marked with an asterisk

Note: You see the + button only if your admin allows learners to add external training records.

Note: If your organization requires approval, the record shows Pending Approval until a reviewer approves it.

For admins

Step by step: add an external certificate to a user's profile

  1. In the top navigation menu, click Company, then click People.
  2. Hover over the person's card and click View Profile. In List view, you can click the person's name instead.
  3. Click the Certificates tab, then click External Records.
  4. Click Add Record. If the person already has external records, click the red + button in the bottom-right corner instead.
  5. Fill in the form as described in the learner steps above.
  6. Click Add.

People page with a user card showing the View Profile button

External Records tab of a user profile with No External Records Found and the Add Record button

Edit or delete a record

  1. Open the person's profile and click Certificates, then External Records.
  2. Hover over the record and click the three dots in its top-right corner.
  3. Select Edit or Delete.

External record with its three-dot menu open showing Edit and Delete

Accepted files

You can upload these file types: doc, docx, pdf, jpeg, jpg, and png.

Common questions

Where do I see the certificates I uploaded?

They appear on the External Records tab under Certificates. Certificates earned in Auzmor Learn appear on Internal Records.

Can I add an external certificate from the mobile app?

Yes. The mobile app supports adding an external certificate from within its certificates section.

How do I let learners add their own records?

An admin controls this setting. See Creating External Trainings on Learn.

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